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FIN 490E – Retirement and Employee Benefit Planning

3 credit(s)

In-depth analysis of selected current practices and issues in finance.

David Kirkeby: (piwmllc@gmail.com) M 6:00-8:45. Pre: BUS 301.

This course introduces you to retirement planning for individuals and businesses based on the learning objectives specified by the Certified Financial Planning's Board of Standards. The course focuses on helping you understand the retirement planning process and the variety of retirement plans available, as well as enabling you to evaluate and select a plan to meets the goals and objectives of a client from a tax and retirement standpoint. The course is geared toward students who plan to sit for the CFP®exam and may also be of interest to HRM and Accounting majors.